EPW
PTC icon

Evolve Private Wealth’s PTC PTC Stock Holding History

Evolve Private Wealth’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$482K Buy
+4,245
New +$573K 0.03% 533

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evolve Private Wealth's PTC Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in PTC (PTC) in Q2 2026: 4,245 shares worth $482K. The stake represents 0.03% of the portfolio and ranks #533 among its holdings.

682 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Evolve Private Wealth held 4,245 shares of PTC worth $482K as of Q2 2026.
  • PTC was a new Evolve Private Wealth position in Q2 2026.
  • PTC made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #533 holding.
  • 682 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.